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Optimizely Integration

Optimizely allows you to test and optimize your website according to the actions users take on different versions of your site’s pages. With CallRail's integration with Optimizely, you can see phone calls and text messages to your keyword tracking numbers alongside your online conversions and variation data in Optimizely.

Getting Started

Integrating with Optimizely

CallRail’s integration with Optimizely is company-dependent in your account. Follow the instructions below for each company you’d like to integrate with Optimizely. Then, use the second set of instructions in this article to complete your integration setup in Optimizely.

Enter your Optimizely Project ID. This is available in Optimizely by navigating to Manage Projects > Settings. The Project ID is listed within Snippet Implementation.

Click Connect Account to place your integration into a Pending state. Follow the next set of instructions to complete your integration setup.

Completing Setup in Optimizely

After you’ve connected your CallRail account with Optimizely, the integration status will read as “Pending.” In order to complete the integration process, you’ll need to log into your Optimizely account and complete the following steps:

In Optimizely, choose the experiment where you’d like to track your phone calls and text messages. Open the Experiment Editor and select Goals from the top right corner.

Click + Add Saved Goal.

You’ll see two new goals that CallRail added: Phone Call and SMS.

Add these goals to the Project ID you entered in your CallRail integration setup.

CallRail will detect your goals once they’ve been added to your experiment in Optimizely, and will change your integration status to “Active.” Calls and text messages will begin reporting from this point forward.

Your CallRail Data in Optimizely

You’ll see the calls and text messages to your tracking numbers within the Performance Summary of an experiment in Optimizely.